Mission Statement

I see my mission as helping my clients define and pursue their financial goals. I specialize in retirement income planning, asset protection and estate planning. The goal is to help my clients plan to have sufficient income to support their lifestyle needs and legacy desires. I use my knowledge and experience to help retirees and pre-retirees plan for lifetime income by trying to minimize the potential devastating effects of market risk. When you meet with me, I will address some of the common financial mistakes that many investors make and how to overcome them.